Valley Wealth Managers’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Valley Wealth Managers’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.64M	Sell	128,780 -9,658	-7%	-$676K	0.56%	52
2026 Q1	$9.02M	Sell	138,438 -57,508	-29%	-$3.89M	0.58%	51
2025 Q4	$12.7M	Buy	195,946 +195,945	+19,594,500%	+$12.3M	0.81%	45
2025 Q3	$63	Hold	1	–	–	﹤0.01%	297
2025 Q2	$59	Sell	1 -455	-100%	-$25.3K	﹤0.01%	291
2025 Q1	$25.9K	Sell	456 -1	-0.2%	-$61	﹤0.01%	234
2024 Q4	$27.6K	Buy	457 +455	+22,750%	+$28.2K	﹤0.01%	244
2024 Q3	$113	Sell	2 -324	-99%	-$17.8K	﹤0.01%	386
2024 Q2	$16K	Hold	326	–	–	﹤0.01%	276
2024 Q1	$16.4K	Buy	326 +41	+14%	+$2.02K	﹤0.01%	250
2023 Q4	$14.9K	Hold	285	–	–	﹤0.01%	263
2023 Q3	$11.9K	Buy	+285	New	+$12.7K	﹤0.01%	283
2019 Q1	–	Sell	-14,296	Closed	-$669K	–	207
2018 Q4	$669K	Buy	+14,296	New	+$764K	0.09%	109

Other funds holding KRE

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Valley Wealth Managers's KRE Position: Q2 2026 in Review

Valley Wealth Managers reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 7% in Q2 2026, selling an estimated $676K and leaving 128,780 shares worth $9.64M. The position accounts for 0.56% of the portfolio, ranked #52.

Valley Wealth Managers first reported a position in KRE in Q4 2018 and has held it in 13 quarters since. The position peaked at $12.7M in Q4 2025. 545 funds tracked by Wall St. Rank hold KRE as of Q2 2026.

Valley Wealth Managers held 128,780 shares of State Street SPDR S&P Regional Banking ETF worth $9.64M as of Q2 2026.
Valley Wealth Managers sold 9,658 State Street SPDR S&P Regional Banking ETF shares in Q2 2026, an estimated $676K.
State Street SPDR S&P Regional Banking ETF made up 0.56% of Valley Wealth Managers's portfolio in Q2 2026, its #52 holding.
Valley Wealth Managers first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and has held it in 13 quarters since.
Valley Wealth Managers's State Street SPDR S&P Regional Banking ETF position peaked at $12.7M in Q4 2025.
545 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.